Long-term investor
Burling Wealth Partners, LLC @burlingwealthpartnersllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002054946).
Record
- Tracked since 2025-06-30 (441 days), 81 trades recorded
- Returns: week n/a · month n/a · 90 days +9.1% · 6 months n/a · 1 year +12.1% · all +12.1%
- Max drawdown n/a · win rate 23% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- AAPL · 5.5% · long · since 2025-06-30
- AMZN · 4.4% · long · since 2025-06-30
- NVDA · 4.3% · long · since 2025-06-30
- GOOGL · 3.9% · long · since 2025-06-30
- MSFT · 3.9% · long · since 2025-06-30
- VO · 3.2% · long · since 2025-06-30
- JPM · 3.0% · long · since 2025-06-30
- GOOG · 2.9% · long · since 2025-06-30
- IJR · 2.9% · long · since 2025-06-30
- VB · 2.8% · long · since 2025-06-30
- SPY · 2.7% · long · since 2025-06-30
- VOO · 2.4% · long · since 2025-06-30